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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,762 | $99,921-36.2% | $85,009-25.0% | $145,959-56.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.44% | 83.89%-76.4pp | 66.47%-59.0pp | 561.95%-554.5pp |
| Employer contribution / active EE | $11,528 | $3,233+256.6% | $2,728+322.5% | $4,661+147.3% |
| Participant deferral / active EE | $4,818 | $5,293-9.0% | $4,522+6.6% | $6,689-28.0% |
| Admin fee / account holder | $480 | $7,252-93.4% | $6,153-92.2% | $13,398-96.4% |